Trust & Estate Advisor | Client Growth & Strategy

First Bank, Upper Michigan; Michigan; On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation

Vision Insurance

Sick Time

Voluntary Benefits

Employee Assistance Program (EAP)

401(k) Retirement Savings Plan with...

Career growth & advancement

Job summary

First Bank, Upper Michigan seeks an experienced officer to oversee trust, estate, IRA and investment account administration, helping principals, beneficiaries and plan sponsors formulate financial goals and implement strategies.

You will strengthen client relationships, pursue business development for the Investment Management Group, and ensure compliance with trust policies while staying current on markets and tax matters.

Qualifications

• Background in trust or investment account administration and experience with sales and promotion.
• Professionalism and confidentiality must be maintained at all times.
• Willingness to pursue continuing education opportunities and obtain credentials as directed by management.

Responsibilities

• Establish, administer and close trust and investment accounts.
• Develop investment objectives and estate plans with clients.
• Analyze trust portfolios and report to committees.
• Meet with clients, beneficiaries, attorneys and tax professionals to discuss accounts and new business.
• Provide clients with statements, taxes and distributions information.
• Assist with estate settlement and trust administration duties.
• Prepare portfolio reviews and investment research material.
• Execute trades per account requirements and coordinate fixed income purchases.
• Participate in trust marketing and business development to grow market share.
• Maintain compliance with trust policies and applicable regulations.

Skills

Trust/account administration

Sales experience

Interpersonal skills

Organizational skills

Decision-making

Education

Bachelor’s Degree

Job description

First Bank, Upper Michigan seeks an experienced officer to oversee trust, estate, IRA and investment account administration, helping principals, beneficiaries and plan sponsors formulate financial goals and implement strategies.

You will strengthen client relationships, pursue business development for the Investment Management Group, and ensure compliance with trust policies while staying current on markets and tax matters.